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Getting Started with QuickBooks Desktop

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  You can convert any company file to a Mac version from a U.S. version of QuickBooks Pro, Premier, and Premier Accountant Edition for the same year as your version of QuickBooks for Mac or the two previous years. In other words, if you have QuickBooks for Mac 2019, you can convert your file from QuickBooks for Windows 2017, 2018, and 2019.   Before you start, be sure that you are familiar with what data is converted from QuickBooks for Windows to QuickBooks for Mac.   Data that is and is not converted from QuickBooks for Windows to QuickBooks for Mac   Although Intuit has used reasonable efforts to include all features affected, Intuit disclaims that all features are included in these lists. Be sure to compare the newly-converted data with the original data to learn what data was not converted.     Data that is converted from Windows to Mac Account list (chart of accounts) Customer list Vendor list (notes will not be converted) Item list Payment terms list Shipping via list Customer type list Vendor type list Employee list (notes will not be converted) To do list (alerts will not be converted) Other names list (without notes) Job types list Payment method list Customer message list Classes Reminders (alerts will not be converted) Links between pay items and other items Custom field definitions Transactions and their links: Invoices Bills Deposits Payments Transfers Memorized transactions Multiple estimates per job All list reports History of QuickBooks versions used with the data file Transaction statistics 1099 categories Notes Audit trail Preferences Company name and address Which features are enabled Time and activity records Budgets Reconcile Address book data Income and expense tracking by class (available in QuickBooks for Mac using Profit & Loss by Class reports) Job costing data (available in QuickBooks for Mac using Job Profitability reports) Vehicle list       Data that is not converted from Windows to Mac   Important:  QuickBooks for Mac does not support multiple currencies. Since accounts and balances are affected by the multiple and home currency settings, these settings cannot be changed in QuickBooks for Windows once they have been set. If you have used multiple currencies in your Windows company file,  you will not be able to convert your data for use in QuickBooks for Mac .   Some features and data will NOT be converted from Windows to Mac, including (but not necessarily limited to) the following: Any data if you have used multiple currencies in QuickBooks for Windows. Intuit integrated payroll and payroll list items (QuickBooks for Mac uses Intuit Online Payroll) Online banking transactions that have not been accepted into a register (transactions that have been accepted will appear as payments, deposits, and transfers with associated links) Online banking aliases Customized settings for forms like invoices, estimates, statements, and purchase orders (forms can be customized in QuickBooks for Mac) Multiuser data, such as usernames User passwords (QuickBooks for Mac supports administrator password) Memorized reports Business planning, expert analysis, and business optimization tools Customized price levels Integration with third-party applications, including Microsoft Word, Outlook, and ACT!™ Merchant account services (you’ll need to set this up again in QuickBooks for Mac) Sales order and back order tracking (available in Premier versions of QuickBooks for Windows) Assembly items (available only in Premier versions of QuickBooks for Windows) will be converted into non-inventory part items Budgets created without an associated account Transaction type “EFP payroll” (will convert into a payroll liability check) Workers comp list Fixed asset item list Multiple “ship to” addresses, Preferred Send method, and payment information for Customer:Jobs User-added columns to lists     Unsupported reports   The following preset reports are currently not supported by QuickBooks for Mac 2019. You can, however, create many of these reports using the customization, filtering, and memorization features in QuickBooks for Mac. Profit & Loss Unclassified Open Purchase Orders by Job Sales Tax Revenue Summary Pending Builds Income Tax Preparation Profit & Loss Budget Performance Fixed Asset Listing Voided/Deleted Transactions (available in Premier versions of QuickBooks for Windows®) Voided/Deleted Transactions History (available in Premier versions of QuickBooks for Windows®) Closing Date Exception (available only in Premier versions of QuickBooks for Windows®) Open Sales Orders by Customers (available in Premier versions of QuickBooks for Windows®) Open Sales Orders by Item (available in Premier versions of QuickBooks for Windows®) Adjusted Trial Balance (available in Premier versions of QuickBooks for Windows®) Adjusting Journal Entries (available in Premier versions of QuickBooks for Windows®) Forecast Overview (available in Premier versions of QuickBooks for Windows®) Forecast vs. Actual (available in Premier versions of QuickBooks for Windows®) All payroll and workers comp reports Unsupported report filters   The following report filters are currently not supported by QuickBooks for Mac. The balances of memorized reports that were created using these filters will not match balances in the original data file. Name Email Paid Thru Sales Tax Code Template Online Status Printed Status Voided Workers Comp Code Is Adjustment
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  Everything you need to get started with QuickBooks Desktop.   Accounting is a process. There’s an order to everything, from completing sales transactions to running financial reports and reconciliations.      These resources are to help you through the download, install, and activation process to get your books up and running.  You too, can become a QuickBooks Ninja!   System Requirements  Before installing and using QuickBooks Desktop, it is important to know the necessary system requirements. This will ensure QuickBooks is compatible with your setup and will help avoid issues when you start using the program.   QuickBooks Desktop System Requirements Downloads and updates Download QuickBooks Desktop Download QuickBooks Updates Install Install QuickBooks Desktop for Windows Install QuickBooks Desktop on a Terminal Server  Install QuickBooks Desktop for MAC After you install Activate or Register QuickBooks Desktop for Windows Register QuickBooks Desktop for Mac Switch from Sage 50 to QuickBooks Desktop If you run into issues Try the following tools and resources in the order suggested to get you up and running.  We try and make the download, install, and activation process as easy as possible but we know sometimes it doesn't go as planned.     Can't activate QuickBooks Desktop Resolve common install errors Fix Microsoft .NET Framework, MSXML, and C++ issues Fix your damaged company file or network Troubleshoot PDF and print problems with QuickBooks Desktop Reinstall QuickBooks and try again    
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